MoneyDesktop Client Services – Going Beyond a Check-the-Box Solution

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Innovative client services division aims to increase adoption and engagement for PFM.

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'The MDCS team isn’t just concerned with signing a contract – they want to make absolutely certain that we are successful in delivering PFM to our account holders.' - Angie Reed, marketing/business development manager at Kansas State Federal Credit Union

In order to solve the industry problem of poor adoption and engagement rates for personal financial management (PFM), MoneyDesktop has launched its newest strategic division for financial service organizations (FSOs).

MoneyDesktop Client Services (MDCS) offers employee training, creative and strategic marketing, technical support and other services designed to increase ROI of an investment in PFM.

“The MDCS team isn’t just concerned with signing a contract – they want to make absolutely certain that we are successful in delivering PFM to our account holders,” said Angie Reed, marketing/business development manager at Kansas State Federal Credit Union. “MoneyDesktop has become a true partner for us in every way.”

Many financial institutions lack adequate resources to effectively market PFM to their account holders. More than just a PFM provider, MoneyDesktop goes above and beyond the call to help clients achieve much higher adoption and engagement rates than industry averages.

“MDCS allows MoneyDesktop to be more than just a vendor and truly become a partner to each institution by ensuring their long-term success,” said Nate Gardner, vice president of MoneyDesktop Client Services. “We are excited to offer banks and credit unions access to our award-winning marketing material for a fraction of the cost of hiring an outside marketing firm, which is out of the question for most community institutions.”

Illustrating the professional quality and effectiveness of the marketing materials available, MDCS offers creative support from its two-time Telly Award and three-time W3 Award winning team by developing marketing materials: videos, websites, website advertisements and print materials personalized for each institution that can be printed directly from an online portal.

“I have loved working with the MoneyDesktop team because their amazing products are only surpassed by their amazing team,” said Reed. “They are easy to work with, and meet the specific needs we have. Just like their products, they have guided our team to implement PFM in the best way possible.”

About MoneyDesktop                                    
Located in the heart of Utah’s Silicon Slopes, MoneyDesktop is redefining the way millions of people interact with their finances by developing award-winning personal financial management (PFM), data-driven analytics and marketing technologies. As one of the fastest-growing financial technology providers, MoneyDesktop integrates their solutions directly into online and mobile banking, core and payment providers – positioning banks and credit unions as the financial hub of their account holders. MoneyDesktop currently partners with more than 400 financial institutions and 28 online banking, core and payment network providers.

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Mike Graul
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